Stop auto-attaching a custom statement

UltraTax CS auto-attaches new custom statements to clients you open, add, or proforma. You can't remove a custom statement from a client in the current year.
Follow these steps when you want to keep the statement on existing clients and stop it from attaching to future clients.
  1. Place your cursor in the input screen field that has the custom statement.
  2. Select
    Edit
    , then
    Custom Statements
    to open the
    Custom Statement
    window.
  3. In
    Select a format for this statement
    , choose
    none
    , then select
    OK
    .
  4. Repeat these steps to stop the statement from carrying forward before you proforma data from the application into a new version.

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close